Rockbridge Investment Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
4,608
-12
| -0.3% | -$3.81K | 0.16% | 47 |
|
|
2025
Q1 | $1.2M | Sell |
4,620
-78
| -2% | -$20.2K | 0.14% | 52 |
|
|
2024
Q4 | $1.9M | Sell |
4,698
-91
| -2% | -$36.7K | 0.24% | 40 |
|
|
2024
Q3 | $1.25M | Buy |
4,789
+530
| +12% | +$139K | 0.16% | 53 |
|
|
2024
Q2 | $843K | Buy |
4,259
+3
| +0.1% | +$594 | 0.12% | 58 |
|
|
2024
Q1 | $748K | Sell |
4,256
-330
| -7% | -$58K | 0.11% | 61 |
|
|
2023
Q4 | $1.14M | Buy |
4,586
+302
| +7% | +$75K | 0.17% | 47 |
|
|
2023
Q3 | $1.07M | Hold |
4,284
| – | – | 0.19% | 48 |
|
|
2023
Q2 | $1.12M | Buy |
4,284
+4
| +0.1% | +$1.05K | 0.2% | 45 |
|
|
2023
Q1 | $888K | Buy |
4,280
+1,070
| +33% | +$222K | 0.16% | 51 |
|
|
2022
Q4 | $395K | Hold |
3,210
| – | – | 0.08% | 77 |
|
|
2022
Q3 | $851K | Buy |
3,210
+708
| +28% | +$188K | 0.2% | 49 |
|
|
2022
Q2 | $562K | Buy |
2,502
+366
| +17% | +$82.2K | 0.12% | 59 |
|
|
2022
Q1 | $772K | Sell |
2,136
-153
| -7% | -$55.3K | 0.12% | 77 |
|
|
2021
Q4 | $806K | Buy |
2,289
+36
| +2% | +$12.7K | 0.12% | 80 |
|
|
2021
Q3 | $582K | Sell |
2,253
-30
| -1% | -$7.75K | 0.1% | 84 |
|
|
2021
Q2 | $517K | Buy |
2,283
+93
| +4% | +$21.1K | 0.09% | 92 |
|
|
2021
Q1 | $488K | Sell |
2,190
-903
| -29% | -$201K | 0.09% | 91 |
|
|
2020
Q4 | $728K | Sell |
3,093
-30
| -1% | -$7.06K | 0.15% | 69 |
|
|
2020
Q3 | $447K | Sell |
3,123
-57
| -2% | -$8.16K | 0.11% | 89 |
|
|
2020
Q2 | $229K | Buy |
+3,180
| New | +$229K | 0.06% | 113 |
|